Yeah, that seems a reasonable ending but when and how much higher is also important. Rebalancing a balanced portfolio can mean you have 50% more money if the market doubles again then still have plenty to buy a 50% decline from that level.

No, because I wouldn't say it is "About right". I really have no idea. I don't buy "the market". I buy individual stocks. Although it is true that I have opinions about the market. Opinions which are very fluid and can change on a dime depending on circumstances.

This is day early to post the results of the week for the SOXM stocks and major indices, but some interesting results so far.

There are 9 stocks down so far, and among them are AMAT(-1.3%), ASML(-1.6%), KLAC(-4.1%)(at the bottom), and LRCX(-1.2%), all 4 of the big semi-equip makers. At the same time, the SOX is up +14.32(+1.2%), COMPX UP +89.40(+1.4%), DOW up +373.40(+1.7%), and the SPX up +32.86(+1.3%).

INTC(+3.8%) and AMD(+4.6%) are doing great while MU is up +4 cents(+0.1%), along with the SOXM up +1.10(+0.1%), both trying to keep their "chin above water":-)

My guess is the FED will be behind the curve on increases in inflation, that will start next year.I expect Trump to appoint a new Fed Chief who will be slow to raise rates (they will raise two or three time by 1/4 instead of by 1/2). Also, with the midterm elections the Fed will feel pressure not change rates. Inflation will come from wages and housing costs. I expect by 2019, the experts will be justifying S&P multiples of 24-25. I am a value investor who will need a supply of Xanax by 2019.

I am a retiree with no bonds. I use pensions and SS income for stable income. I keep a large (20-40%) cash position to lower the risk of my aggressive stock portfolio. I generate returns on the large cash position by selective short term trades. Trading in and out of my cash position has generated a 5-6% short term return.A large number of my trades have been in MU and INTC. Currently I have just entered SWKS.

I like it going into earnings and I think it will make a run at that 2015 high.Since it is a trade, I hope to be out before earnings at 110 or whenever it gets overbought.I like to trade stocks that I wouldn't mind owning.

DRAMeXchange, a division of TrendForce, estimates that 96% of all server CPUs shipped worldwide this year will be based on the x86 architecture. On the other hand, the ARMv8 architecture is expected to represent only around 1% of the total annual shipments of server CPUs. The market growth of ARMv8 products is constrained by their limited applications within the server market and the high degree of customization necessary for the development of solutions.

In the x86 server CPU market, Intel is projected to capture 99% of the total annual shipments for this year. By contrast, AMD’s shipment share is estimated at just 1%.

DRAMeXchange analyst Mark Liu pointed out that although the x86 architecture has helped lower the average manufacturing cost of servers by becoming the prevailing market standard, the overall average utilization rate of x86 CPU cores has been stuck around 50%. “Software optimization can raise utilization rates of x86 CPUs to the range of 70% to 80%,” said Liu. “However, data centers for high-performance computing applications require significantly higher utilization rates from their server processors.

Major server ODMs are now working closely with CPU makers to improve processor design and hardware integration. Their efforts have led to immediate and incremental differences in the utilization rates for the latest solutions. Some of the improvements being offered include the addition of an embedded FPGA and deploying GPUs as accelerators.

In the competition within the mainstream server market, the x86 architecture remains in the dominant and advantageous position due to having a wider range of products as well as enjoying a greater level of hard- and software support. Conversely, the ARM architecture is at a disadvantage because its system-on-chip (SoC) products are used by a smaller and specific group of customers. Furthermore, the competitiveness of ARM-based solutions depends on their ability to integrate with the whole server system. Looking ahead, x86-based solutions with Intel leading their development will continue to be the market mainstream in 2018. The global shipment share of x86 server processors for 2018 is expected to be maintained at above the 90% level.

NVIDIA is secure as the market leader for server GPUs as its global shipment share for the first half of 2017 was near 70%

As the demand in the server market increasingly focuses on high-end servers with more powerful computing capability, the role of GPUs in helping the optimization of CPU cores also becomes more significant. When the frontend servers in a major data center are dealing with multiple tasks that consume huge amounts of computing power, they often rely on server GPUs, each of which contains thousands of smaller and more efficient processing cores. Compared with CPUs, GPUs are more effective at doing parallel computing.

Majority of shipments of discrete GPUs used in mainstream servers come from NVIDIA and AMD, according to DRAMeXchange’s market tracking during the first half of 2017. In terms of the global shipment share for this half-year period, NVIDIA managed to take nearly 70%. NVIDIA’s main offerings for high-end servers are still based on the Pascal architecture. Solutions derived from this platform are mainly designed for large-scale Internet data centers.

As data centers evolve to include high-density computing zones, DRAMeXchange anticipates that more high-performance computing (HPC) servers will adopt general-purpose computing on graphic processing units (GPGPU) in 2018. The penetration rate of GPGPU in the global HPC server market is forecast to go up from 3% in 2017 to 5% in 2018.